- Series 7, General Securities Representative (FINRA)
- Series 66, Uniform Combined State Law (FINRA)
- Life & Health Insurance Resident Producer (Maryland Insurance Administration)
Rachael joined Foundation Financial Advisors in May 2014 as a client relationship manager for John Holtzman. Prior to joining Foundation Financial Advisors, Rachael worked as a planner’s assistant at Lincoln Financial Group, where she realized her passion and aptitude for helping people reach their financial goals.
When not at work, Rachael enjoys spending quality time with her husband, Dave, and their two sons, Parker and Max. Most weekends consist of time spent at Bethany Beach or chasing the little ones around the community playground.